Earnings PerformanceThird-quarter sales were 9% above the Street, driven largely by a $6 million iDose beat where Glaukos continues to see strength in both the number of accounts and utilization within existing accounts.
Growth ProspectsEpioxa is seen as a compelling growth driver besides iDose, with an attractive WAC of roughly $78,500 and an estimated 10,000 patients annually treated.
Market OpportunityKeratoconus impacts about 600,000 people annually, representing a significant market opportunity for GKOS estimated at approximately $3 billion.